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Monthly Archives: December 2023
[Tech Recap and Glimpse 5-5] Changes in the Landscape of the AI Chip Market After a Year of NVIDIA’s Dominance
Major Cloud Service Providers (CSPs) continue to see an increase in demand for AI servers over the next two years. The latest projections of TrendForce indicate a global shipment of approximately 1.18 million AI servers in 2023, with a year-on-year …
Posted in IC Design, Semiconductors
Tagged AI server, CSP, DDR4, DDR5, HBM3e, Nvidia
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[Tech Recap and Glimpse 5-4] Can Huawei Successfully Capture Apple’s High-End Smartphone Market?
In 2019, the U.S. Commerce Department blacklisted Huawei and over 70 of its subsidiaries, restricting China’s advancement in advanced chip development. However, in August 2023, Huawei unexpectedly launched its new flagship smartphone, the Mate 60 Pro, featuring its self-developed 5G …
Posted in Consumer Electronics, Smartphones
Tagged Apple, China, Huawei, Mate 60 Pro, smartphone
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[Tech Recap and Glimpse 5-3] Can Memory Prices Sustain the Upward Trend Next Year?
The ongoing reduction in production by major manufacturers throughout this year has gradually restored balance to the market supply and demand. This is beneficial for chip manufacturers to regain control over prices. Signs of a bottoming out and rebound have …
[Tech Recap and Glimpse 5-2] Battle for Advanced Semiconductor Manufacturing
Examining the dynamics of advanced semiconductor manufacturing, from research and development to the competition for cutting-edge equipment and securing orders, major players such as TSMC, Samsung, and Intel are constantly in action. Simultaneously, newcomer Rapidus is making a strong entrance. …
[Tech Recap and Glimpse 5-1] Semiconductor Manufacturers’ Global Deployment
Amidst geopolitical influences, governments worldwide are enticing semiconductor manufacturers with subsidy policies, prompting chip manufactures to establish themselves in various regions. The ongoing dynamics of semiconductor facility construction and the evolving global production capacity remain focal points for the industry …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged JSMC, PSMC, Samsung, TSMC
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